How mutual fund managers use AI and strategy to gain market share

🌐 The future of retail investing is being redefined. In the premiere of Trading Tomorrow: Navigating Trends in Capital Markets, our CEO & Co-Founder Eric Chu, CFA shares how AI, behavioral UX, and innovative investing models are reshaping the investor experience. Key themes from the conversation: • Building trust and transparency with AI in finance • Smarter notifications and “portfolio copilots” to save investors time • How fractional shares and thematic trading support consistent, long-term habits 👉 Watch the full episode here: https://lnkd.in/gwWQmwha At Tradesk Securities, Inc., we’re committed to giving investors the tools and confidence to take control of their financial future. #CapitalMarkets #FinTech #WealthTech #AI #RetailInvesting #InvestingHabits #Tradesk

ROYC is accelerating operational innovation to empower our clients across private markets. We’ve introduced key updates designed to make portfolio data processing smarter, semi-liquid structures more scalable, and investor screening fully aligned with local regulations. 👉 Smarter, Faster Portfolio Data Processes We’re integrating AI into our portfolio data workflows — streamlining the capture of capital call and distribution information, reducing manual effort, and improving accuracy and consistency. 👉 Enabling Innovation in Semi-Liquid Evergreen Structures Responding to investor demand for flexibility, we supported the launch of a semi-liquid evergreen fund as Platform Operator for a third-party asset manager. This enhancement delivers greater agility, transparency, and operational efficiency. 👉 Global Professional Screening — Smarter, Faster, Fully Localised Our expanded screening & investor-representation module now supports advanced rules and scalable mappings across jurisdictions — reducing exceptions, ensuring compliance, and accelerating time to revenue. These updates strengthen efficiency, reduce operational risks, and enable consistent investor experiences across markets. 📅 Want to see how these innovations can support your fund operations or investor onboarding? Contact us today: https://lnkd.in/dKBdARkY 🔔 Follow ROYC on LinkedIn to stay up to date with how we’re transforming private-market operations! #AI #PrivateMarkets #FundOperations #Innovation #Operations #SemiLiquid #EvergreenFunds #InvestorScreening #Tech #ROYCUpdates

Luke Sikora, Partner, J.P. Morgan Growth Equity Partners, recently spoke to Fintech Nexus about how public markets are heating up again, how some start-ups are using M&A for an AI advantage and why investor discipline could outlive the rate-hike era. Read the article: http://spr.ly/6042Aq70a

Luke Sikora, Partner at J.P. Morgan Growth Equity Partners, recently spoke to Fintech Nexus about how public markets are heating up again, how some start-ups are using M&A for an AI advantage and why investor discipline could outlive the rate-hike era. Read the article: https://bit.ly/4nYlTyI

Luke Sikora, Partner at J.P. Morgan Growth Equity Partners, recently spoke to Fintech Nexus about how public markets are heating up again, how some start-ups are using M&A for an AI advantage and why investor discipline could outlive the rate-hike era. Read the article: https://bit.ly/4h5YFDO

Luke Sikora, Partner at J.P. Morgan Growth Equity Partners, recently spoke to Fintech Nexus about how public markets are heating up again, how some start-ups are using M&A for an AI advantage and why investor discipline could outlive the rate-hike era. Read the article: https://bit.ly/4n2FZ9w

Rob Forsyth, Global Head of ETFs at Lazard Asset Management, joined Bloomberg’s ETF IQ to discuss our active ETFs, including opportunities in infrastructure investing, market and geopolitical developments in Japan, and investing across the AI technology stack. Learn more about Lazard active ETFs: https://lnkd.in/e-pgQ9YX

Great insights from Rob Forsyth on Bloomberg’s ETF IQ about global opportunities in infrastructure, Japan, and Al through Lazard Asset Management's active ETFs.

Great insights from Rob Forsyth on Bloomberg’s ETF IQ about global opportunities in infrastructure, Japan, and AI through Lazard Asset Management’s active ETF strategies.

Four AI ETFs. One Winner. In Season 6 of ETF Battles, Ronald DeLegge ETFguide referees a highly requested showdown between four AI-focused ETFs. Program judges Shana Sissel, CAIA (Banríon Capital Management Inc.) and David Kreinces (ETF Portfolio Management, LLC) examine this four-way face-off, breaking it down by: -Cost -Exposure strategy -Performance -Yield -Mystery category AI is reshaping industries, but which ETF is the smartest play? Watch this battle and discover who takes the crown you might be surprised by the results! Watch full video: https://lnkd.in/gF5TYtJi 💭 Which AI ETF do you think should come out on top and why? Drop your thoughts below! #aiinvesting #etf #growthstocks #stocktrading #stockmarket #ai #investing #etfguide #finance #futureofinvesting